Estate Planning Jobs in Addison

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Full-time 3 views Experience : Min 7 yrs required

Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is primarily... creating and executing accurate estate plans that align with... the client's wishes. This role requires the attorney to be available for a 'start' meeting within five business days, set up...

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Full-time 1 views

Job Title Estate Planning Attorney Job Responsibilities Draft, review, and... execute estate planning documents including wills,... trusts,... expert legal counsel on estate, trust, and probate law... to clients from diverse backgrounds. Conduct detailed legal research across various jurisdictions using tools like LexisNexis or Westlaw...

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Full-time 3 views Experience : 5-10 yrs required

Job Title: Senior Estate Planning Professional Job Responsibilities: The Senior... Estate Planning Professional at the... to assess their existing estate plans, identify any structural... risks or planning gaps, and provide strategic... a wide range of estate planning topics. This role... serves... as...

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Posted On Aug 08, 26
Full-time 9 views Experience : Min 2 yrs required

financial institutions, in various legal matters including bankruptcy, foreclosure, residential real estate, or mortgage law. The... key responsibilities include: - Supporting one or more litigation attorneys to ensure cases progress to resolution. - Drafting pleadings, motions, notices, and other c...

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Posted On Aug 08, 26
Full-time 1 views Experience : Min 1 yrs required

and other legal professionals. These professionals are engaged in the firm's practice of representing financial institutions in areas such as bankruptcy, foreclosure, residential real estate, or mortgage law. Key... responsibilities include: - Assisting attorneys in the representation of clients in judicia...

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Posted On Aug 12, 26
Full-time 2 views Experience : Min 1 yrs required

Title: Legal Assistant Job Responsibilities: The Legal Assistant at the law firm is responsible for providing a range of legal support and administrative tasks to lawyers and other legal professionals within the firm. This role involves assisting attorneys in representing clients, particularly...

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 3 yrs required

Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... Associate in the Real Estate sector, the primary responsibilities... identifying and implementing tax planning and consulting opportunities for... the construction and real estate industries. The role involves... participating in the tax planning and consultation process for......

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 5 yrs required

Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries. Your duties will... include conducting tax research, collaborating with clients on tax matters, and implementing special projects. You will work directly with clients and tax...

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Full-time 6 views Experience : 1-5 yrs required

thorough legal research to support cases and client needs. - Negotiate settlements and handle various legal matters across different areas including family law, criminal defense, estate planning, collections, and litigation.... - Collaborate with team members on larger cases while mainta...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required

Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve... and scaling the Digital Estate Planning solution, working at... the intersection of Wealth Strategy, Artificial Intelligence, and Client Service. - Leverage artificial intelligence and professional expertise to accurately summarize and reflect...

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Full-time 1 views Experience : Min 3 yrs required

Job Title: Estate Planning, Probate, and Business... Law Attorney Job Responsibilities: The Estate Planning, Probate, and Business... Law Attorney will be responsible for managing all aspects of clients' cases. Key duties include conducting initial consultations and devising strategic plans for clients, delegating...

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Full-time 5 views Experience : Min 3 yrs required

Job Title: Associate Estate Planner - Hybrid Job Responsibilities: -... Prepare estate reviews for clients, including... Provide advisory services on estate tax planning, wealth and... business succession planning, charitable planning, and trust... tax planning. - Communicate with strategic partners,... including attorneys or law...

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Posted On Aug 11, 26
Full-time 2 views Experience : 3-5 yrs required

Job Title: Estate Planning Legal Assistant Job Responsibilities: -... Draft, review, and redline estate planning documents to ensure... for legal processes. - Prepare and record deeds as part of estate planning and probate procedures. -... Draft probate pleadings, file pleadings and ancillary probate docu...

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Full-time 2 views

paralegals and legal assistants, ensuring their work is monitored and meets firm standards. - Prepare documents for estate plans and lead or... participate in final meetings with clients. - Engage in extensive drafting of legal documents. - Assist with marketing efforts through networking,...

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Full-time 17 views Experience : Min 5 yrs required

law firm. - Engage in estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns. - Conduct research, write, and draft documents with excellence. - Communicate effectively both orally and in writing. - Serve high net worth clientele with varying...

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Full-time 7 views Experience : Min 8 yrs required

Design and implement sophisticated estate plans for individual and... protection and gift and estate tax issues. - Deliver high-quality,... personalized legal services with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Demonstrate...

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Posted On Jul 29, 26
Full-time 48 views Experience : 3-20 yrs required

a knowledgeable Tax and Estate Planning Attorney to join... on all facets of estate planning, including tax implications,... dynamics. The successful candidate will report to the Director of the Tax and Estate Planning practice and will... contribute significantly to enhanc...

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